Defining a data and AI strategy for a UK investment company
We developed a data & AI strategy for a leading UK investment company, tying initiatives back to their overarching business objectives for the subsequent 18-month period.
Challenge
Investment firms are under pressure to harness data and AI to gain an edge, but often face fragmented initiatives, overlapping priorities, and uncertainty over where to focus first.
Without a clear link between technology projects and business objectives, efforts risk becoming siloed experiments rather than delivering measurable impact.
The challenge here was to create a strategy that aligned stakeholders, prioritised opportunities, and provided a practical roadmap for execution.
Solution
We involved stakeholders from across the business who were central to achieving company strategic objectives to inform their first data and AI strategy.
We gained an understanding of their key pain points in current processes and where projects were already underway. This contributed to a prioritised set of data and AI use cases which formed the basis of the final strategy deliverable.
Results
A co-created list of data and AI use cases, with buy in from the stakeholders involved in defining them which fed into the resulting strategy
Prioritised recommendations for where to go next – fixing any high-risk items first
An implementation roadmap for the strategy, giving the business everything they needed to get started right away
